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WTFC · JPM in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

WTFCJPM
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • WTFC
  • JPM
0204060202120222023202420252026
Holders and value by quarter
QuarterWTFCJPM
Q3 20203 holders, $250m35 holders, $33.0bn
Q4 20204 holders, $199m32 holders, $45.6bn
Q1 20212 holders, $271m32 holders, $49.9bn
Q2 20212 holders, $252m31 holders, $48.4bn
Q3 20214 holders, $286m31 holders, $48.9bn
Q4 20214 holders, $352m34 holders, $46.1bn
Q1 20226 holders, $294m35 holders, $37.9bn
Q2 202210 holders, $351m37 holders, $30.9bn
Q3 20229 holders, $285m41 holders, $26.8bn
Q4 202210 holders, $223m33 holders, $80.3bn
Q1 20237 holders, $226m34 holders, $33.4bn
Q2 20233 holders, $130m34 holders, $38.7bn
Q3 20234 holders, $456m32 holders, $39.4bn
Q4 20235 holders, $574m30 holders, $45.0bn
Q1 20247 holders, $734m37 holders, $52.6bn
Q2 20245 holders, $683m36 holders, $52.8bn
Q3 20245 holders, $820m29 holders, $50.1bn
Q4 20247 holders, $942m30 holders, $55.8bn
Q1 20255 holders, $802m35 holders, $51.3bn
Q2 20258 holders, $1.0bn38 holders, $59.8bn
Q3 20257 holders, $985m36 holders, $63.3bn
Q4 20258 holders, $1.2bn36 holders, $57.9bn
Q1 20267 holders, $1.1bn39 holders, $51.7bn
Q2 20268 holders, $1.2bn43 holders, $54.6bn
WTFC

Wintrust Finl Corp

Holders
7
Reported value
$942m
Buyers
2
Sellers
4

Breadth -2 among 94 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP
JPM

JPMorgan Chase & Co

Holders
30
Reported value
$55.8bn
Buyers
14
Sellers
18

Breadth -4 among 94 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP

Who holds both, Q4 2024

Among the 32 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only WTFC (2)

Brevan Howard Capital Management LP, Freestone Grove Partners LP

Only JPM (25)

Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Dodge & Cox, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Markel Group Inc, Millennium Management LLC, Neuberger Berman Group LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Viking Global Investors LP, Wellington Management Group LLP, Woodline Partners LP

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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